Joanne Pagliaro signed SBE Restaurant Group LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SBE Restaurant Group LLC's EIN is 02-0736024.
Download the official 2022 Form 5500 (PDF) for SBE Restaurant Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)SBE Restaurant Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | ADVISOR | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.3M | 97.6% | |
| [Assets held in participant loans] | Other | — | — | $88K | 2.0% | |
| [Assets held in common collective trust] | Other | — | — | $6K | 0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $6K | 0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON AND BLETZER | 04-3499945 | — | ACCOUNTANT/AUDITOR | $5K | — |
